+566.5%
KGC vs DKS
+6,292.4%
-5,726.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.2% |
| 7D | -1.3% | +3.0% | -4.3% | -1.6% |
| 30D | +20.3% | -30.5% | +50.8% | +23.8% |
| 3M | +8.1% | -35.7% | +43.8% | +12.1% |
| 6M | -8.8% | -29.7% | +20.9% | -6.2% |
| YTD | +10.1% | -28.9% | +38.9% | +13.0% |
| 1Y | +44.2% | -35.9% | +80.1% | +49.3% |
| 3Y | +533.0% | +28.2% | +504.9% | +501.3% |
| 5Y | +443.0% | +11.8% | +431.2% | +411.2% |
| 10Y | +678.6% | +211.6% | +466.9% | +530.7% |
| All | +566.5% | +6,292.4% | -5,726.0% | +376.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DKS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling